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Cfa Charterholder Jobs (NOW HIRING)

CVS Health

Manager, Credit Research

Hartford, CT

$101K - $203K/yr

CFA charterholder or currently a candidate in the CFA program Education Undergraduate studies in Finance, Investments, Accounting, Economics or Mathematics Anticipated Weekly Hours 40 Time Type ...

loanDepot

Sr, Accountant

Irvine, CA · On-site

$72K - $99K/yr

CFA Charterholder or CFA candidate preferred. * This role requires a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

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Cfa Charterholder information

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$50K

$100.6K

$151K

How much do cfa charterholder jobs pay per year?

As of Jun 9, 2026, the average yearly pay for cfa charterholder in the United States is $100,600.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Charterholder, and why are they important?

To thrive as a CFA Charterholder, you need deep expertise in investment analysis, portfolio management, and a thorough understanding of financial markets, typically demonstrated by completing the rigorous CFA Program and meeting professional experience requirements. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is commonly required. Strong analytical thinking, ethical judgment, and effective communication are vital soft skills that distinguish successful professionals in this field. These competencies are crucial for making sound investment decisions, upholding industry standards, and building trust with clients and stakeholders.

What is the difference between Cfa Charterholder vs Financial Analyst?

CriteriaCfa CharterholderFinancial Analyst
Required CredentialsChartered Financial Analyst (CFA) designationTypically a bachelor's degree; some roles prefer CFA or other certifications
Work EnvironmentInvestment firms, asset management, researchCorporate finance, investment banking, asset management
Industry UsageHigh in asset management, hedge funds, researchBroadly used across finance sectors

The Cfa Charterholder holds a prestigious certification focused on investment analysis and portfolio management, often working in asset management or research. Financial Analysts perform financial data analysis and support investment decisions but may not hold the CFA designation. While both roles operate in finance, the CFA Charterholder typically has advanced credentials and a more specialized focus on investment strategies.

What are CFA Charterholders?

CFA Charterholders are professionals who have earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in investment management and financial analysis. To become a CFA Charterholder, individuals must pass three rigorous exams covering topics like ethics, portfolio management, and financial analysis, and also have at least four years of qualified work experience. CFA Charterholders are known for their expertise in investment analysis, commitment to ethical standards, and dedication to ongoing education. Many work in roles such as portfolio management, research analysis, and asset management.

What types of career advancement opportunities are available to CFA Charterholders within the finance industry?

CFA Charterholders often find that the designation opens doors to a variety of career advancement opportunities in investment banking, portfolio management, equity research, and risk analysis. Many charterholders progress from analyst positions to senior roles such as portfolio manager, chief investment officer, or even executive leadership within financial institutions. The CFA credential is widely respected and can also support lateral moves into specialized areas like ESG investing or fintech. Networking within the CFA community and ongoing professional development are key to maximizing these growth opportunities.
More about Cfa Charterholder jobs
What states have the most Cfa Charterholder jobs? States with the most job openings for Cfa Charterholder jobs include:
What job categories do people searching Cfa Charterholder jobs look for? The top searched job categories for Cfa Charterholder jobs are:
Cfa Charterholder jobs near you
Infographic showing various Cfa Charterholder job openings in the United States as of May 2026, with employment types broken down into 8% Full Time, 84% Part Time, and 8% Temporary. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $100,600 per year, or $48.4 per hour.

Senior Portfolio Manager - Freelance AI Trainer

Mindrift

New York, NY • On-site, Remote

$60/hr

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

Please submit your CV in English and indicate your level of English proficiency.
Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. Participation is project-based, not permanent employment.
What this opportunity involves
While each project involves unique tasks, contributors may:
  • Design and evaluate Quarterly Business Review scenarios - performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes;
  • Write and grade underperformance explanation tasks where the correct answer is grounded strictly in fund documents, with no projections beyond what the manager's commentary actually states;
  • Create rebalancing test cases with full tax-impact math: cost basis, short-term vs. long-term capital gains, and alternatives to selling (redirecting contributions);
  • Build tax-loss harvesting scenarios that test the wash-sale rule in both directions - including the 30-day backward window and substantially identical securities across different fund families and tickers;
  • Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement;
  • Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies;
  • Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks;
  • Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring;
  • Document test cases clearly with verified calculations, policy citations, and correct answers.

What we look for
This opportunity is a good fit for mortgage underwriters and loan origination professionals open to part-time, non-permanent projects. Ideally, contributors will have:
  • Degree in Finance, Economics, Business Administration, Accounting, or related field - or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present;
  • 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust);
  • Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance;
  • Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs. long-term gain treatment;
  • Investment Policy Statement literacy - able to identify every constraint and flag conflicts between a proposed recommendation and the IPS;
  • Prospectus and fact-sheet reading discipline - able to distinguish what the marketing summary says from what the legal language actually says;
  • Excel modeling competence: assumptions in named cells, performance attribution models, tax-impact worksheets that update correctly;
  • CFA charterholder, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal - for this agent, credentials matter more than in other projects due to the precision the work requires;
  • FINRA Series 7, 65, or 66 license is a baseline positive signal; its absence on someone claiming significant advisory experience is a red flag;
  • Strong written English (C1+).

How it works
Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid
Project time expectations
For this project, tasks are estimated to require around 10-20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active.
Compensation
On this project, contributors can earn up to $60 per hour equivalent, depending on their level and pace of contribution.
Compensation varies across projects depending on scope, complexity, and required expertise. Please note that other projects on the platform may offer different earning levels based on their requirements.

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